Nasdaq - Delayed Quote USD
American Funds 2020 Trgt Date Retire F1 (FAOTX)
As of 8:05 AM EST. Market Open.
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- JPMorgan
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- DailyAccess Corporation RTC
- JP MORGAN NO-LOAD TRANSACTION FEE
- Waddell & Reed Choice MAP Flex
- H Beck Inc.
- Securities America Inc.
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | American Funds |
| Net Assets | 15.79B |
| YTD Return | 8.86% |
| Yield | 2.44% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Performance & Risk
| YTD Return | 9.79% |
| 5y Average Return | 6.05% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
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